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Compilation Engagements - Past and Future - filmed in 2018

Individual Course Price: $175.00

Instructor: David Baker, CPA, CA

Number of PD Hours: 3



Notice to Reader engagements are frequently the most common type of engagements performed by independent public accountants. They are often favoured due to their cost-effectiveness to meet client needs. However, practitioners commonly underrate the professional requirements of compilation engagements resulting in both legal and professional difficulties. This is particularly the case in the compilation of forecasts and other future-oriented information.

This half-day course has been designed to highlight the professional requirements of the compilation of both historical and future-oriented information. Its objective is to enable a practitioner to properly perform all required procedures while maintaining the cost-effectiveness of a Notice to Reader.

The course will include the following topics:

• Rules of professional conduct relating to compilations
• Independence requirements and solutions
• Historical Information – Compilation engagement requirements
• Future Information – Different engagement requirements
• Possible changes to compilation rules
• Post-issuance risk management

Included with the course material are sample engagement checklists for the compilation of both historical and future information to ensure adequate documentation in a Notice to Reader file.

Course Sessions:
There are currently no Course Sessions for this Course
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In-Class locations:

Toronto - Temple Sinai. 210 Wilson Ave, North York, ON M5M 3B1

Oakville - Le Dome. 1173 North Service Road East. Oakville, L6H 1A7

Markham - Markham Event Centre. 95 Duffield Drive, Markham, L6G 0A8

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For our accounting professional development programs:


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when you register for our core package of 7 courses as opposed to buying each course individually

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when you register for our classic package of 11 courses as opposed to buying each course individually


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when you register for our flex package of 14 courses as opposed to buying each course individually


If your firm is purchasing more than 10 packages please contact Alison Winton for pricing 

(905) 881-9285 ext 102